Senior Specialist, IWM Portfolio Analyst

BNY

Philadelphia (Philadelphia County)

Hybrid

USD 110,000 - 165,000

Full time

9 hours ago

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Job summary

BNY is seeking a Senior Specialist, IWM portfolio Analyst to join our Wealth Management team in Philadelphia, PA. You will assist with complex aspects of domestic and international portfolios and analyze strategy impacts while supporting reporting and analytics.

The role requires 3-5 years of investment experience, a Bachelor's degree, and preferably an MBA or CFA. Collaboration with Portfolio Managers and internal teams will be key to delivering timely, accurate information.

Qualifications

Bachelor's degree is required.
MBA and/or CFA preferred.
3-5 years of financial/investment experience.
Strong analytical skills with the ability to interpret investment data and portfolio reporting.
Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.

Responsibilities

Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios.
Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions.
Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.
Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.
Conduct detailed portfolio analysis and prepare reports that support informed business decisions.
May conduct research related to potential business profitability.

Skills

Analytical skills

Interpret investment data

Portfolio reporting

Collaboration with PMs

Education

Bachelor's degree

MBA/CFA preferred

Job description

Philadelphia, PA, United States

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About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Job Description

We’re seeking a future team member for the role of Senior Specialist, IWM portfolio Analyst to join our Wealth Management team. This role is located in Philadelphia, PA.

In this role, you’ll make an impact in the following ways:

Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios.
Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions.
Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.
Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.
Conduct detailed portfolio analysis and prepare reports that support informed business decisions.
May conduct research related to potential business profitability.

To be successful in this role, we’re seeking the following:

Bachelor’s degree or the equivalent combination of education and experience is required.
MBA and/or CFA preferred.
3-5 years of prior financial/investment experience.
Strong analytical skills with the ability to interpret investment data and portfolio reporting.
Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.